CFM Wealth Partners’s Proofpoint, Inc. PFPT Stock Holding History

CFM Wealth Partners’s Portfolio PFPT Stock Details PFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,437	Closed	-$423K	–	191
2021 Q2	$423K	Sell	2,437 -24,154	-91%	-$3.92M	0.11%	111
2021 Q1	$3.35M	Sell	26,591 -57	-0.2%	-$7.43K	1.01%	26
2020 Q4	$3.63M	Sell	26,648 -1,032	-4%	-$113K	1.16%	20
2020 Q3	$2.92M	Buy	27,680 +416	+2%	+$46.4K	1.07%	27
2020 Q2	$3.03M	Sell	27,264 -783	-3%	-$89.5K	1.15%	20
2020 Q1	$2.88M	Buy	28,047 +86	+0.3%	+$10K	1.34%	17
2019 Q4	$3.5M	Buy	+27,961	New	+$3.33M	1.29%	18

Other funds holding PFPT

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $434M AUM 44.19% 1-Year Est. Return

CFM Wealth Partners's PFPT Position: Q3 2021 in Review

CFM Wealth Partners sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 2,437 shares — an estimated $423K sold.

CFM Wealth Partners first reported a position in PFPT in Q4 2019 and held it in 7 quarters. The position peaked at $3.63M in Q4 2020. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.

CFM Wealth Partners reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
CFM Wealth Partners sold 2,437 Proofpoint, Inc. shares in Q3 2021, an estimated $423K.
CFM Wealth Partners first reported a position in Proofpoint, Inc. in Q4 2019 and held it in 7 quarters.
CFM Wealth Partners's Proofpoint, Inc. position peaked at $3.63M in Q4 2020.
2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.

Based on CFM Wealth Partners's 13F filing for Q3 2021, filed 25 Oct 2021.